The Peter McClellan show

Invest in a conversation.

The stock market’s recent dip brought Jeff & Peter together again to not only discuss the decline but also to discuss the reality that so many investors tend to take on more risk than they should because “everyone else is.” Jeff’s common sense reminds us to only take on risk that we as individuals can both tolerate and afford. He uses a powerful analogy to drive that point home. Tune in! It’s What Really Matters!

Taking Stock?
Are you an investor considering adding additional stock to your portfolio, but yet you know the market won't go up forever? Peter & Jeff discuss how people wanting a bit more upside can take a measured approach to their potential re-allocation. It's not just about Taking More Stock, but about 1st Taking Stock of your financial health & your financial goals in light of your risk tolerance. Practical stuff to think about as you Invest In A Conversation. Tune in!

If you are in retirement or nearing that time, how much of your essential monthly expenses are covered by your "steady" monthly cash flow? Peter discusses his observations of self-induced pressures that some retirees are putting on themselves (and their sense of well-being) by depending too heavily on income from greatly fluctuating retirement accounts. Enjoy your retirement. Take Pressure Off. Tune in. It's what really matters.

If you are in retirement or nearing that time, how much of your essential monthly expenses are covered by your "steady" monthly cash flow? Peter discusses his observations of self-induced pressures that some retirees are putting on themselves (and their sense of well-being) by depending too heavily on income from greatly fluctuating retirement accounts. Enjoy your retirement. Take Pressure Off. Tune in. It's what really matters.

From Half Staff to Full Appreciation - Peter shares his thoughts about a recent difficult, frustrating day in light of our nation's approaching Memorial Day. Monday, as our American flag is lowered to half staff, let's give thanks for the many brave men and women who were killed in service to our country. The freedom we enjoy is not free. It was paid for by those who gave the ultimate sacrifice so we might live in freedom. Pause this weekend to honor those brave, selfless souls whose sacrifice speaks volumes to their priorities in life.

The Other Side of Euphoria? Is it possible that some investors' political views have influenced their investment decisions? We might be about to find out. Jeff Hybiak, Mr. Sunshine himself, sees some possible frailty in some unfounded assumptions many investors have been making. Tune in. It's What Really Matters.

Confronting Arrogance - Is there a person you are looking to for counsel that is disrespecting you because they are arrogant? Tell them about it. And if they don't change, you need to move on. If they are disrespecting to your face, they will likely overlook you and that is a risk. Tune in to today's What Really Matters! And confront arrogance!

Conservatism Bias - No we aren't bashing Fox News. However there are a good number of things happening here and around the world that should, at a minimum, give investors pause. But when the market defies gravity, investors can become like deer in the headlights, not responding as they probably should to new information. It's called Conservatism Bias. Tune in. It Really Matters.

Peter discusses investors' needs for clarity with friend and colleague Tim McCain of Strategic Equity Management. As Tim points out, creating a plan and sticking to it is vitally important. Being mindful of our firmly established objectives can keep us from being swayed by our emotions. While it is normal to experience vacillation in our emotions, if we allow our emotions to dominate our financial decisions, we are setting ourselves up for financial harm. Tune in. It's What Really Matters.

Peter caught a rare glimpse in just one afternoon between 2 men in very similar stages in life. One was full of angst, uncertainty, and fear about his future. The other was full of life, gratitude, and optimism about his future. What's the difference? It's all about the choices that we make every day, day in and day out. You choose. So choose life. Tune in and decide which guy you're going to be. It's what really matters.

Podcast Summary

The Peter McClellan Show:

Offering Sound Financial Wisdom.

The Peter McClellan Show recorded in the 401k Latte Studio, is power packed with 10 to 15 minutes of insight about life and money. Peter invites his favorite specialists on to educate and entertain about things sure to better your life. With the conviction that financial change is coming, Peter desires to help as many people as possible to pursue, achieve and maintain financial stability.

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC and a registered investment advisor. The opinions voiced on this program are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you consult with your Attorney, Accountant or Financial advisor prior to investing.